Annual Return forms and guidance

Links to latest Annual Return forms

Copies of the most recent forms and guidance may be downloaded from the links below. The forms are for information only and should not be used for submission.

You can complete and send any of these Annual Return or Annual Update forms online. This is the simplest and most secure way to submit the form.

Login to complete your Annual Return and/or submit your TAR and accounts

All the documents are in PDF format. If your computer does not have software to view these documents, Adobe Reader® is available for free to view or print PDF documents. For information on downloading Adobe Reader®, please see 'Help with PDF files'.

Previous years' forms are also available, if required.

AR 2011
Annual Return 2011 (all incomes)
SIR 2011 (>£1M)
AR 2010
Annual Return/ Update 2010 (all incomes)
SIR 2010 (>£1M)


Links to previous Annual Return forms

Copies of earlier forms can be downloaded from the links below. These forms may be printed off and used for submission, if still outstanding, since they are no longer available to complete online.

If you need to update your charity’s trustee details, please do this on the latest Annual Return form or use our View / Amend Charity Details facility which can be accessed from the ‘Log in’ above.  If you do this, you can simply leave the trustee details blank on any earlier forms.

AR 2009
Annual Return/ Update 2009 (all incomes)
SIR 2009 (>£1M)
Is your charity in the red?
AR 2008
Annual Update 2008 (£10k and under)
Annual Return 2008 (>£10k - £25k)
Annual Return 2008 (>£25k - £500k)
Annual Return 2008 (>£500k)
SIR 2008 (>£1M)
AR 2007
Annual Update 2007 (£10k and under)
Annual Return 2007 (>£10k - £25k)
Annual Return 2007 (>£25k - £500k)
Annual Return 2007 (>£500k)
SIR 2007 (>£1M)

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